Financial Services Administrator - Exeter, United Kingdom - Cathedral Appointments

Cathedral Appointments

Verified Company

Exeter, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Competitive Salary | Opportunity for Hybrid Working | Free Parking

Our client, a forward-thinking and dynamic Wealth Management Firm, is looking to recruit an
Administrator to join their team in Exeter on a full-time, permanent basis.

Your role will be supporting the firm's Directors and paraplanners.

Financial Services Administrator responsibilities include:
-

Provide a high level of support to the firm's directors and paraplanners.
Dealing with customer enquires
Obtaining information from providers on existing financial arrangements
Prepare client valuations

Financial Services Administrator requirements include:
-

Working knowledge of Microsoft Office
Flexible with a proactive approach
Excellent written communication skills
Experience working in an administrative role

The Benefits:

Competitive Salary
25 days holiday + bank holidays
Opportunity for hybrid working
Supportive and friendly working environment
Free onsite parking

If you are an experienced administrator and would like to work for a company that considers its staff to be its most vital asset, then this role could be right for you.

Recruitment Consultant:
Georgia Parkhouse

Ref: 9457

9457 / INDOFFICE

Job Types:
Permanent, Full-time

Schedule: